Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions tailored to the unique return and risk objectives of institutional clients in more than 60 countries draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
THE POSITION
We are currently seeking to recruit a Fixed Income Credit Analyst (Analyst) to join our Structured Finance Research Team. This individual will be one of two Analysts responsible for covering CMBS across both investment-grade and high-yield opportunities with a focus on concentrated risk (e.g. SASB data centers etc.). The Structured Finance investment team is a dynamic and growing team that is currently responsible for $54 billion in assets. As part of the Structured Finance Research Team the Analyst will be fully integrated into the investment process and expected to conduct deep fundamental and quantitative analysis providing unique and insightful research and relative value commentary. This work will support investment recommendations that help shape portfolio manager decisions and add value to client portfolios. The ideal candidate will have strong passion for investing specific experience and interest in structured finance have a growth mindset regarding technical skills (e.g. coding AI etc.) uphold fiduciary responsibilities and possess a flexible mindset with the desire to learn/grow and contribute in a Team addition the Analyst will regularly interact collaborate and share research with other investment professionals across our global investment platform including other credit analysts equity analysts who cover similar industries portfolio managers traders and macro strategists. The role may be based either in Boston or New York.
RESPONSIBILITIES
Responsibilities for this position will include the following:
Creation and maintenance of detailed financial models to aid in analyzing existing and prospective investments
Crafting and effectively communicating analyses/recommendations that add value to client portfolios
Providing deal-level updates to respond to secondary market opportunities as well as clients requests and regulatory requirements
Attending and contributing to internal and external investment meetings
ESSENTIAL SKILLS
The following essential skills and characteristics are required for the role:
Investment acumen and passion We are seeking an experienced credit analyst who is passionate about markets research and investing in fixed income. The ideal candidate will possess strong analytical skills technical skills attention to detail and a quantitative orientation. Additionally the ability to make investment decisions that are supported by rigorous analysis often with incomplete information and communicated with strong conviction is required.
Superior collaboration and influencing skills The successful candidate will enjoy contributing to a highly collaborative investment environment and will embrace the benefits of overlapping lines of idea generation. He/she will build strong trusting relationships internally with colleagues and externally with issuer/management teams. The ability to provide a point of view and challenge the status quo is critical as is the humility to admit mistakes and a desire to learn from others. He/she must recognize the benefits of diverse perspectives. The ability to communicate (both verbally and in writing) action-oriented investment recommendations clearly and with conviction and contribute to an open investment dialogue is important.
Growth mindset intellectual curiosity and capacity for differentiated thinking The flexibility and openness to continue learning evolving and growing as a credit analyst and investor. He/she will have a global perspective and creative approach for thinking about innovation and the evolution of investing.
QUALIFICATIONS
Additional qualifications and characteristics include:
Strong fundamental credit research skills and knowledge of CMBS sectors. Experience in other Structured Finance asset classes is an advantage but not required.
A minimum of five years prior credit experience on the buy-side or sell-side focused on CMBS.
Ability and willingness to build technology skills (e.g. Python SQL) on the job; prior experience a plus but not required.
Ability to leverage technical skills to efficiently review and analyze large data sets.
Ability to set priorities and execute a research agenda.
Organizational and time management skills as well as ability to work well under pressure.
High level of initiative and experience developing and implementing value-added investment recommendations.
Comfort dealing with uncertainty and a proven ability to take risk.
Independence of thought an entrepreneurial nature and a global perspective.
An undergraduate degree with a strong academic record; MBA/MSF and CFA/CAIA are preferred.
LOCATION
The Fixed Income Credit Analyst may be based in Wellingtons Global Headquarters in Boston MA or the New York Office.
Not sure you meet 100% of our qualifications Thats ok. If you believe that you could excel in this role we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill workplace experiences and backgrounds.
As an equal opportunity employer Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race color sex sexual orientation gender identity gender expression religion creed national origin age ancestry disability (physical or mental) medical condition citizenship marital status pregnancy veteran or military status genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability or are assisting a candidate with a disability and require an accommodation to apply for one of our jobs please email us at .
At Wellington Management our approach to compensation is designed to help us attract inspire and retain the best talent in our strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary variable compensation and benefits. The base salary range for this position is:
USD 120000 - 225000This range takes into account the wide range of factors that are considered when making compensation decisions including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salaryis only one component of Wellingtons total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives if eligible. In addition we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan health and wellbeing dental vision and pharmacy coverage health savings account flexible spending accounts and commuter program employee assistance program life and disability insurance adoption assistance back-up childcare tuition/CFA reimbursement and paid time off (leave of absencepaid holidays volunteer sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our support of this commitment our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
Required Experience:
IC
If Napoleon had met this Wellington, Waterloo would have taken on a whole new meaning: sound asset management. Wellington Management oversees investments for more than 2,000 institutional clients in some 50 countries. It has approximately $620 billion of assets under management. Clien ... View more